Illustrative sample ยท Managed Dental Growth
A weekly report should make the next decision easier.
Illustrative sample only. The practice name, dates, values, observations and actions are fictional. This is not client data or evidence of results.
Practice: Illustrative Dental Practice. Current period: May 8-14. Comparison period: May 1-7. Reading time: About 3 minutes.
Website visits declined. Search visits held. One guide completion remains unmatched.
Total website visits declined from 348 to 312 while visits from search moved from 101 to 104. In this sample, a completed patient guide is intended to create an inquiry. Five of six current completions have matching CRM receipts, compared with five of five last week. The unmatched record could reflect a delivery problem, duplicate handling, processing delay or measurement difference; the priority is to verify the cause before increasing campaign investment.
- Positive movement: Search visits changed little despite the overall traffic decline.
- Primary risk: One of six current guide completions remains unmatched; the cause is not established.
- Best opportunity: Verify whether the gap reflects delivery or measurement, then repair only a confirmed break.
Enabled signals
Website visits
312; comparison: 348; Down 10.3%.
Overall website activity declined and deserves a channel-level check.
Visits from search
104; comparison: 101; Up 3.0%.
Search traffic held while total traffic fell. This does not establish ranking improvement.
Google Ads clicks
96; comparison: 102; Down 5.9%.
Ad click activity declined. Clicks alone do not show whether the campaign produced useful inquiries.
Google Ads spend
$480; comparison: $510; Down 5.9%.
Spend declined with clicks. Cost per useful inquiry still depends on a reliable CRM pathway.
Patient guide starts
11; comparison: 9; Up 22.2%.
More visitors started the guide. A start is funnel activity, not a qualified inquiry or appointment.
Patient guide completions
6; comparison: 5; Up 20.0%.
A completion is intended to create an inquiry in this sample. One of six remains unmatched; duplicate handling, processing timing and measurement differences still need checking.
CRM inquiry receipts
5; comparison: 5; No change.
Five current receipts match five of six completions. Verify whether the gap reflects delivery or measurement before using it to judge inquiry performance.
Google Business Profile views
286; comparison: 264; Up 8.3%.
Profile views increased. Views are visibility activity, not calls, appointments or completed care.
New reviews
2; comparison: 1; Volume only.
This sample records review volume, not patient satisfaction or completed care.
Work record
Completed analysis
Compared website, search, advertising, funnel and CRM signals across the two sample periods.
No public or provider change was made.
Prepared for verification
Mapped the website submission, intended CRM destination and related tracking events for separate verification.
The mapping remains illustrative until an authorized test checks CRM delivery and tracking behavior.
Held
Any campaign expansion or public change.
No recommendation to increase spend is supported until the unmatched record is explained.
Smarter Practice accountability
Smarter Practice: Run one authorized synthetic inquiry through the website to the intended CRM destination, then verify the related tracking events separately.
Timing: Next weekly cycle, after approval. Expected effect: Show whether the submission reaches the intended CRM destination and whether the expected tracking events fire; provider counts and attribution may still differ. Success measure: Confirm the test submission reaches the intended CRM destination once, and separately verify the expected tracking events without using patient information. Approval status: Prepared; not executed.
Practice action
Practice manager: Confirm the intended inquiry destination and who should recognize the synthetic test.
Timing: Before the agreed test window. Success measure: The destination and responsible role are confirmed before testing.
One decision requested
May Smarter Practice run one synthetic, non-patient inquiry during an agreed business-hour window?
- Yes - propose a time
- Use a different test window
- Not this week
This is an example decision card, not an active authorization request.
Definitions and limitations
- All values are fictional and demonstrate report structure only.
- Website visits, clicks, form completions and inquiry records are different measures.
- Available measures and record matching depend on the practice's connected systems and verified tracking setup.
- No appointment, completed treatment, revenue, patient-satisfaction or search-ranking outcome is inferred.
- A real report includes only enabled and authorized sources, with exact periods and material limitations.